Justin Bolmgren (CFP®, CLU)
Justin Bolmgren focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Justin specializes in retirement planning for individuals that work for corporations as well as financial planning for families and small business owners early to middle in their working careers. He is a graduate of the University of Akron with a degree in Finance and makes it priority to further his industry education. Those activities include achieving the renowned Certified Financial Planner (CFP®) certification. At the time, he was one of the youngest to achieve the CFP certification when completed in 2007. Justin has also been awarded on the world’s most respected insurance expertise designations; the Chartered Life Underwriter (CLU). He is married with two children and enjoys outdoor activities such as boating, hiking and camping.
Additional Information
No one person can know it all. We have a team of experts that specialize in areas of financial planning for individuals & workplace financial solutions for small businesses. Let our team work for you!
NAPFA Start Date
March 30, 2022